This dialog is available from the Options / Category Labels... menu command.
See our Video Tutorial on Using Categories in Fund Manager.
This dialog box allows you to customize the labels that will be used for each of the asset type, investment goal, and sector categories. There are 100 unique labels available for each category type. Each label is limited to a maximum of 50 characters. You can also control the display order of each label within a category by selecting a label and using the Move Up or Move Down buttons. To sort all the labels, right click on the list and choose "Sort Alphabetically".
The asset type and sector allocations can be automatically retrieved from the internet. See Asset Type Retrieval or Sector Retrieval.
The asset type, investment goal, and sector allocations can be assigned for each investment using the Investment Properties Dialog, imported from a file, assigned during the generic transaction import, or assigned on a symbol basis.
Video Tutorial on Using Categories in Fund Manager